Help / Configure your agent

Take payments with Stripe

Your agent can take a payment, or a deposit, at the end of the conversation. The money goes to your own Stripe account; Cysora never holds it. You connect Stripe once, then switch on Take payment in Next steps.

About 15 minutesLast checked Oct 19, 2026Open in your dashboard

What you need

A Stripe account.
Payments enabled for your Cysora account. If you don't see the Payments connection, ask Cysora to enable it.
A Next steps step and a pricing or quote step for the agent to charge.

Connect Stripe

1
Create a restricted key
In Stripe, open Developers, then API keys, then Create restricted key. Name it "Cysora" and set Accounts: Read, Checkout Sessions: Write, Payment Intents: Read and Webhook Endpoints: Write. Leave everything else as None. Don't use your secret key (it starts with sk_).
2
Copy your publishable key
From the same Stripe account and mode (test or live), copy the publishable key (Developers, then API keys; it starts with pk_). It is public by design, and lets customers pay right inside the chat. Both keys must be from the same account and mode.
3
Open Connections
In the sidebar, choose Connections. Under Payments, find Stripe and choose Connect. Paste the restricted key (rk_…) and the publishable key (pk_…), then choose Connect Stripe.
4
Test checkout
Run Test checkout to confirm the keys belong together. Nothing is charged.

If Cysora says a key is missing a permission, edit the key in Stripe, set the permission named, and connect Stripe again with the same keys.

Turn on Take payment

1
Open Next steps
In How your agent sells, open Next steps and choose the option, or Add option.
2
Choose Take payment
Under What happens next, choose Take payment.
3
Check what they pay for
What they pay for shows the pricing step the payment charges: whatever the agent quotes there is what the customer is asked to pay.
4
Write the payment rules
In Payment rules, say in plain words what to collect up front, for example "Collect 50% to confirm the booking; the rest on delivery". Leave it empty to collect the full amount. One upfront payment plus one balance is supported, not recurring payments.
5
Add an after-payment message
Optional: write the message customers see once they have paid.
6
Save
Choose Save step.

Where customers pay

In your website chat and on your Page, customers pay right inside the conversation with Stripe. On WhatsApp they get a secure payment link that works for 72 hours.

After a customer pays

The lead moves to Won when a first payment is verified. If a balance is still due it stays open until paid. In Sales pipeline, open the lead and look at Orders. Use Request remaining balance or Get payment link to get a link you can send. Cysora does not email pay links to customers; you send them. Home shows payments collected and balance outstanding.

Check it worked

Payments on Connections shows Stripe as connected and the test checkout passed.
In Test your agent, the payment option shows an example quote with the amount due now. Nothing can be paid from a test.

If it doesn't work

A red alert says your Stripe connection needs attention.: Open Connections and reconnect Stripe, or retry setup. Check the key still has the four permissions.
Continue to payment is disabled in the website chat.: The agent doesn't have a ready Stripe connection yet. Finish Connect Stripe and Test checkout.
You are switching Stripe accounts.: Disconnect the current one first. Cysora won't let a different account silently replace it, so orders never change merchant.